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UTI Conservative Hybrid Fund vs LIC MF CONSERVATIVE HYBRID FUND compare

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Growth

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Moderately High Moderately High Moderately High
Asset Size (Cr) ₹49 Cr ₹49 Cr ₹1701 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹200 ₹200 ₹500
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 02 Jun 2003 02 Jun 2003 16 Dec 2003
Category Conservative Conservative Conservative
Fund Type Open Ended Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI NIFTY 50 Hybrid Composite Debt 15:85
Turn Over % 51% 32%
Expense Ratio 2.25 2.25 1.81
Manager Pratik Harish Shroff Pratik Harish Shroff Amit Kumar Premchandani
ISIN Code INF767K01808 INF767K01808 INF789F01893
Exits Load LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.17% 0.17% -0.11%
6 Month 1.53% 1.53% 1.73%
1 Year 4.09% 4.09% 4.77%
3 Year 6.54% 6.54% 9.39%
5 Year 5.94% 5.94% 9.33%

SIP Return Analysis

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 1.55% 1.55% 0.91%
1 Year 6.03% 6.03% 6.23%
3 Year 6.67% 6.67% 8.76%
5 Year 6.19% 6.19% 8.87%

Rolling Lumpsum Returns

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 7.4% 7.4% 9.67%
3 Year 6.8% 6.8% 9.43%
5 Year 6.74% 6.74% 9.47%

Risk Management

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.35% 3.35% 3.78%
Sharp -0.05% -0.05% 0.72%
Beta 1.02% 1.02% 1.23%
Alpha -2.28% -2.28% 0.13%

Fund Managers

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Pratik Harish Shroff Pratik Harish Shroff Amit Kumar Premchandani
Total AUM ₹2586 Cr ₹2586 Cr ₹13572 Cr
Funds Managed 10 10 3
LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

LIC MF CONSERVATIVE HYBRID FUND-Growth

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 84.45 84.45 75.89
Large Cap 13.93 13.93 16.48
Mid Cap 1.62 1.62 3.97
Small Cap - - 3.66

Sector Allocation

Scheme Name

LIC MF CONSERVATIVE HYBRID FUND-Growth

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 82.17 82.17 75.38
Energy 2.87 2.87 1.38
Technology 2.51 2.51 2.53
Consumer Defensive 1.43 1.43 0.8
Financial Services 8.38 8.38 8.71
Consumer Cyclical 2.65 2.65 3.42
Utilities - - 0.63
Basic Materials - - 1.04
Industrials - - 1.61
Healthcare - - 2.02
Communication Services - - 1.87
Real Estate - - 0.62

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